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固态电池概念股飙升,高位题材股退潮!高手看好这些新主线,大盘“地量见地价”?
Mei Ri Jing Ji Xin Wen· 2025-06-20 10:15
Market Overview - The A-share market continues to experience a pullback, with the Shanghai Composite Index down by 0.07%, closing at 3359.90 points. The total trading volume in the Shanghai and Shenzhen markets was 10,677 billion yuan, a decrease of 1,829 billion yuan compared to the previous day [1] - There were 1,540 stocks that rose while 3,645 stocks fell, indicating a bearish sentiment in the market [1] Sector Performance - Solid-state battery concept stocks maintained strong performance, while copper foil stocks in the PCB industry surged. However, oil and gas, as well as blockchain concept stocks, showed mixed results with some hitting the daily limit up and others limit down [1] - High-profile stocks such as Jinshi Technology and Limin Co. faced consecutive limit downs [1] Competition Insights - The 63rd session of the "Digging Gold" competition concluded with the champion achieving a return of 37.25%, the runner-up at 35.15%, and the third place at 35.08%. Participants capitalized on opportunities in oil and gas, nuclear pollution prevention, and blockchain concept stocks [1][3] - A total of 488 participants achieved positive returns and will receive cash rewards, with the distribution scheduled for June 23 [1] Upcoming Events - The 64th session of the competition will start on June 23, with registration open from June 21 to June 30. Participants will trade with a simulated capital of 500,000 yuan [1][10] - Weekly cash rewards will be distributed based on performance, with the first-place winner receiving 688 yuan and subsequent positions receiving varying amounts [10] Participant Strategies - Several participants effectively utilized "Fire Line Quick Review" to seize market opportunities, particularly in methanol and strontium carbonate sectors during the competition period [7][8] - The champion's strategy involved short-term trading with stocks like Langxin Group and Chuangshi Technology yielding profits, while the runner-up focused on military and nuclear pollution prevention stocks [5][6] Market Sentiment - Experts believe the A-share market is currently in a structural market phase, with support levels at the 60-day, 90-day, and 120-day moving averages. The market is expected to exhibit a range-bound trading pattern [9] - There is a focus on dividend assets such as insurance and highways, while small-cap stocks are seen as volatile and risky for retail investors [9]
收盘说重点 |银行股再创历史新高!
Sou Hu Cai Jing· 2025-06-20 10:06
昨天编辑老章还说,今天涨的防御系,明天就得进攻系了。现实狠狠打了他的脸,今天依旧防御系。 白酒股展开反弹,皇台酒业涨停。港口航运股震荡走强,宁波海运涨停。 兄弟姐妹们,银行股的牛市真的不是白叫的。 新股民小田今天在喊:"厉害了,银行股再创历史新高。" 反观市场全天震荡走低,创业板指领跌。沪深两市全天成交额1.07万亿,较上个交易日缩量1829亿。个股跌多涨少,全市场超3600只个股下跌。 消息面上,今天早上,新华社发表评论指出,整治违规吃喝不是一阵风不能一刀切。 分析人士认为,从估值的角度来看,目前白酒行业的动态市盈率为18倍,已经低于全A(19倍),白酒行业估值与全A比例已接近二十年最低点, 反映市场对未来业绩的悲观预期。白酒有望迎来业绩和估值的双底。 估值底或已出现,盈利预测仍在下行途中,股价或先于业绩面企稳上行。不过,很多年轻人不爱喝白酒,市场的消费理念或许正在发生着变化。 周一让大家关注的固态电池,本周一直偏强势。 近期,固态电池的确是催化不断。产业层面,资料显示,五场大会密集召开: 一是,6月19日,中国国际固态电池科技大会。 二是,硫化锂与硫化物固态电池技术大会将于6月24日—25日召开。 三是, ...
龙虎榜 | 章盟主2.37亿抄底跌停股,孙哥1.23亿强封20cm科恒股份
Ge Long Hui A P P· 2025-06-20 09:54
6月20日,A股三大指数继续走低,沪指跌0.07%报3359点,深证成指跌0.47%,创业板指跌0.83%。全市场超3600股下跌。市场热点聚焦复合集流体、航运港 口、银行板块。 高位股方面,山东墨龙晋级6连板,固态电池概念股诺德股份(维权)走出4连板,楚天龙尾盘上演"地天板"录得3天2板。 | 代码 | 名称 | 涨幅 | 现价 几天几板� | 涨停分析 | | --- | --- | --- | --- | --- | | 002490 | 山东墨龙 | +10.03% | 7.02 6连板 | 油气装备+页岩气+国企 | | 603389 | *ST IZ 灰 | +5.03% | 13.98 6天4板 | 控制权变更+家具制造+ST板 | | 600110 | 诺德股份 | +10.04% | 5.15 4连板 | 固态电池材料+PCB概念+电 | | 002528 | ST英飞拓 | +4.86% | 3.02 4天3板 | 智慧城市+一李报扭亏+国企 | | 600289 | *ST信通 | +5.03% | 6.47 4天3板 | AI应用+ST板块 | | 600113 | 浙江东日 | +9 ...
和讯投顾黄儒琛:市场情绪偏弱,退潮期谨慎操作
He Xun Cai Jing· 2025-06-20 09:30
Market Overview - The overall market sentiment remains weak, with significant volume contraction indicating a retreat phase [1] - Certain sectors, such as elastic financial stocks like Chutianlong, showed activity, while oil and gas sectors declined, reflecting hesitation and divergence in market funds [1] Sector Performance - Solid-state batteries emerged as the strongest sector, typically seen during the transition from old to new cycles, suggesting potential opportunities in other themes, although the sector is fragmented [2] - Elastic finance and digital currency sectors, particularly Chutianlong, showed initial recovery but lack a clear leading effect [2] - Other sectors like photovoltaic, shipping, chemicals, and water conservancy experienced day-to-day fluctuations but should be viewed as rotational without sustainability [2] Investment Strategy - Investors are advised to remain cautious, avoiding blind chasing of highs or bottom fishing, as the market is in a retreat phase with high operational difficulty [2] - It is recommended to maintain a cash position or light exposure while waiting for clear market signals [2] - If weekend conflict situations ease, the market may continue to adjust; if conflicts persist, there may be limited speculative opportunities with high risks [2]
帮主郑重收评:创指跌近1%,白酒航运逆势爆发,这些信号得看懂!
Sou Hu Cai Jing· 2025-06-20 08:37
各位朋友好,这里是帮主郑重的收评时间。今天大盘走得有点纠结,三大指数集体下跌,特别是创业板指跌了快1%。不过盘面上挺有意思,白酒和航运板 块逆势走强,跟大盘形成了鲜明对比。咱们今天就好好唠唠,看看市场到底在玩什么花样。 先说说大盘整体情况。沪指今天微跌0.07%,收在3359点,深成指跌了0.47%,创业板指跌了0.84%,差不多快1%了。个股表现就更明显了,跌多涨少,下 跌的股票超过3600只,赚钱效应确实一般。这种时候啊,大家可能心里有点犯嘀咕,别急,咱们拆开来看。 首先亮眼的板块,白酒算是一个。今天白酒股领涨两市,皇台酒业直接涨停了,其他像茅台、五粮液虽然没涨停,但也都是红盘。为啥白酒突然发力呢?其 实最近有一些消费复苏的信号在慢慢积累,比如端午节前后的消费数据还不错,加上白酒板块调整了一段时间,估值相对合理了,资金就开始回流了。而且 白酒这个板块啊,机构持仓比较重,往往在市场风格切换的时候容易有表现,大家可以关注后续消费数据能不能持续回暖。 再一个走强的是港口航运板块,宁波海运、兴通股份都涨停了。这个板块走强,可能跟运价上涨有关。最近国际航运市场有一些积极变化,比如集装箱运价 指数开始回升,加上部分航 ...
港股收评:恒指收涨1.26% 科技股尾盘拉升
news flash· 2025-06-20 08:18
金十数据6月20日讯,港股今日高开高走,午后稍有回落,尾盘震荡收高。恒指收涨1.26%,报23530.48 点。恒生科技指数收涨0.88%,报5133.14点。截至今日收盘,恒指大市成交额2224.23亿港元。盘面 上,内银股、保险股领涨,创新药概念股走高,低价油气股回调。个股方面,非凡领越(00933.HK)涨 17.6%,李宁(02331.HK)涨4.8%,中国人寿(02628.HK)涨4.7%,中国平安(02318.HK)、工商银行 (01398.HK)涨近3%。科技股尾盘拉升,阿里巴巴(09988.HK)、腾讯控股(00700.HK)涨1.5%。低价油气股 回调,中油洁能控股 (01759.HK)跌24.5%;泡泡玛特(09992.HK)跌3.6%。 港股收评:恒指收涨1.26% 科技股尾盘拉升 ...
今天,A股打破了近期一个很重要的规律
Mei Ri Jing Ji Xin Wen· 2025-06-20 08:09
Market Overview - On June 20, the market experienced a downward trend, with the ChiNext Index leading the decline, closing with the Shanghai Composite Index down 0.07%, the Shenzhen Component Index down 0.47%, and the ChiNext Index down 0.84% [1] - Over 3,600 stocks fell across the market, with total trading volume in the Shanghai and Shenzhen markets at 1.07 trillion yuan, a decrease of 182.9 billion yuan from the previous trading day [1] Sector Performance - The white wine, port shipping, banking, and battery sectors saw gains, while oil and gas, brain-computer interfaces, short dramas, and gaming sectors faced declines [1] - The white wine sector experienced a significant rebound after hitting a new low on June 16, with nearly 90% of the 21 listed white wine companies seeing their stock prices drop since the introduction of the "new alcohol ban" [5][7] White Wine Sector Insights - The China Alcoholic Drinks Association reported that the white wine industry is undergoing a deep structural adjustment, characterized by "declining volume and rising profits" and a shift in consumer demographics [7] - The report indicates a fundamental change in consumption scenarios, with a decrease in business banquets leading to a shift in product strategies towards more affordable price ranges [7] - According to Guangfa Securities, the white wine industry is expected to reach a "valuation-earnings" double bottom by 2025, suggesting a potential recovery in demand post-industry consolidation [7] Energy Sector Dynamics - The "old energy" sector, represented by oil and gas, is experiencing a downturn, while the "new energy" sector, including solid-state batteries and photovoltaic equipment, has shown some volatility [8] - Despite the overall decline, the battery sector has been in a continuous rebound since April 7, with significant gains in specific stocks [9] - The global energy transition is accelerating, with BC batteries gaining traction due to supportive government policies [10][11] Photovoltaic Industry Developments - The National Energy Administration has issued guidelines to support the development of high-efficiency photovoltaic battery technologies [11] - However, the photovoltaic sector faced a notable pullback, possibly due to rumors regarding production limits and price controls, which were later denied by industry representatives [11][12]
突然!利好,来了
中国基金报· 2025-06-20 07:55
Market Overview - The A-share market experienced a slight decline on June 20, with the Shanghai Composite Index down by 0.07%, the Shenzhen Component Index down by 0.47%, and the ChiNext Index down by 0.84% [2] - A total of 1542 stocks rose, 53 stocks hit the daily limit up, while 3647 stocks fell [3] Stock Performance - The total trading volume reached 10,917.40 billion, with a total of 54,21 stocks traded [4] - Notable gainers included Ningbo Marine (10.10%), Xingtong Co. (9.97%), and Baoshui Technology (9.93%) [5] - Bank stocks continued to perform well, with Xiamen Bank rising by 2.89% and Hangzhou Bank by 2.63% [6][7] Sector Analysis - The oil and gas sector saw a collective decline, with stocks like Beiken Energy hitting the daily limit down [8] - The IP economy concept stocks faced adjustments, with Yuanlong Yatu dropping by 10% [10][11] Consumer Sector - The consumer sector received positive news, with liquor stocks like Huangtai Liquor hitting the daily limit up [12] - Other liquor stocks such as Yingjia Gongjiu and Jinzhongzi Liquor also saw significant gains [13] - The home appliance and furniture sectors showed strong performance, with Midea Group and Gree Electric rising by 1.47% and 1.27% respectively [14][15] Policy Impact - Recent comments from Xinhua emphasized the importance of distinguishing between normal dining and violations of regulations, indicating that the crackdown on excessive dining should not hinder normal consumption [16][17] - The government is set to continue its "old for new" consumption policy, with a total of 3000 billion in central government bonds allocated to support this initiative [18]
6月20日连板股分析:连板股晋级率50% 固态电池概念股表现活跃
news flash· 2025-06-20 07:54
Core Insights - The article highlights the performance of stocks with consecutive trading limits, noting a 50% advancement rate among these stocks on June 20, 2025, despite a generally bearish market sentiment with over 3600 stocks declining [1][2] - Solid-state battery concept stocks showed significant activity, with notable performances from companies like Nord Shares and Xiyang Electric [1] Group 1: Market Performance - A total of 44 stocks hit the daily limit, with 8 stocks classified as consecutive limit-up stocks, including 4 stocks with three or more consecutive limits [1] - The advancement rate for consecutive limit stocks was reported at 50%, excluding ST and delisted stocks [1][2] - Despite the overall market decline, some stocks attempted a rebound, such as Yong'an Pharmaceutical, which surged from a decline of over 8% to an increase of over 8% [1] Group 2: Sector Highlights - Solid-state battery concept stocks were particularly active, with Nord Shares achieving four consecutive limits and Xiyang Electric recording three limits in six days [1] - The news from Guoxuan High-Tech indicated that the company's first solid-state pilot line has officially been completed, and Jinshi's solid-state battery PACK system has finished initial development and testing [1]
A股收评:市场缩量调整 创业板指收跌0.83%
news flash· 2025-06-20 07:05
金十数据6月20日讯,银行、白酒股盘初带动大市上涨,沪指早盘一度冲高,午后三大股指震荡回落, 集体收跌。截至收盘,沪指收跌0.07%,深证成指收跌0.47%,创业板指收跌0.83%。盘面上,白酒股走 高,皇台酒业涨停;光伏板块、航运股、保险股涨幅居前;油气股深度回调,贝肯能源跌停;稳定币概 念全天活跃,楚天龙尾盘上演地天板。两市成交额不足1.1万亿元,较上日缩量1892亿元,全市场超 3600只个股下跌。 A股收评:市场缩量调整 创业板指收跌0.83% ...